Strategic UHNW Wealth Planning Advisor

Bank of America; Boise (ID); On-site; USD 177,000 - 300,000; Full time

Job summary

Bank of America is seeking a Wealth Planning professional to serve advisor teams and ultra-high-net-worth clients, performing analyses and developing planning strategies with implementation in coordination with clients' Advisors where appropriate.

You will build trusted relationships, expand existing client accounts, and stay current on trust, estate, and tax planning developments while traveling up to 10% to engage with clients and centers of influence.

Qualifications

• High School Diploma, GED or equivalent required.
• Internal employees; participation in a work-from-home posture allowed.
• 7+ years planning-related work experience desired.
• JD, CPA, or CFP desired; MBA (or in progress) a plus.

Responsibilities

• Leads the wealth planning engagement process with clients from start to finish.
• Gathers information, runs analyses, and develops planning solutions with Wealth Strategy Specialists/Analysts.
• Develops holistic planning strategies addressing trust, estate, tax, investments, retirement and cash flow.
• Expands client relationships and assists Advisors in new business with high- or ultra-high net worth clients.
• Keeps up-to-date with tax legislation and wealth transfer planning developments.
• Builds a referral network with local centers of influence.
• Travel up to 10% expected.

Skills

Critical Thinking

Oral Communications

Presentation Skills

Wealth Planning

Written Communications

Active Listening

Business Development

Collaboration

Customer and Client Focus

Networking

Issue Management

Prioritization

Education

High School Diploma

JD/CPA/CFP desired

MBA (in progress) a plus

Tools

WealthMaster

Word

Excel

PowerPoint

Job description

Bank of America is seeking a Wealth Planning professional to serve advisor teams and ultra-high-net-worth clients, performing analyses and developing planning strategies with implementation in coordination with clients' Advisors where appropriate.

You will build trusted relationships, expand existing client accounts, and stay current on trust, estate, and tax planning developments while traveling up to 10% to engage with clients and centers of influence.